Revenue AI Coach

Taskbase is an AI revenue coach for revenue teams. It combines your Revenue Playbook with real customer and deal context. It helps reps prepare for meetings, improve sales skills, complete follow-up work, and keep customer records current. It also helps sales leaders coach their teams without reviewing every call themselves.

Taskbase works on two parts of sales performance: selling time and selling quality. It removes work around customer conversations, such as research, meeting preparation, follow-ups, and record updates. It also gives each rep focused coaching based on their real conversations, skill gaps, and your company’s sales standards.

Call-recording tools mainly explain what happened. Taskbase helps decide what should happen next. It uses conversation data together with your Revenue Playbook, customer history, and rep skill profile. It then prepares the next meeting, coaches the rep, supports follow-up work, and identifies useful updates for the Revenue Playbook. It does not ask you to replace your recorder: if you already record with Gong, Fireflies, Fathom, Kickscale, Google Meet, Microsoft Teams or Zoom, Taskbase connects on top of it.

No. If your recording already works, keep it. Taskbase connects to tools such as Gong, Fireflies, Fathom and Kickscale, and to calls recorded in Google Meet, Microsoft Teams or Zoom. It adds the coaching and the follow-up work on top. Where nothing is recorded yet, Taskbase can capture video calls, in-person meetings and phone calls on iPhone and Android, and its desktop recorder works without a bot joining the call.

No new daily work area is required. Reps can use Taskbase through Slack, Microsoft Teams, Google Chat, or the Taskbase web app. The coach can bring preparation, answers, feedback, and next actions to the rep. This reduces the need to search across several tools or remember complex prompts.

Taskbase can support meeting research, pre-call briefings, follow-up drafts, customer-record updates, deal-risk checks, prospect prioritisation, business cases, presentations, handovers, project plans, and security questionnaires. You choose the first use cases. Important customer-facing work stays under human review.

The first step is to connect the required tools and add your current sales content. Taskbase can start with one team and one clear use case. A focused rollout lowers risk and creates faster proof. More work, teams, and data sources can be added after the first workflow is working well.

Start with your own baseline. Common measures include time spent on preparation and follow-ups, customer-facing activity, manager coaching time, ramp time, conversion, deal movement, and record quality. A pilot should define the baseline, target, users, evidence, review date, and rollout decision before it begins.

Taskbase is best suited for B2B revenue teams with repeatable customer conversations and clear sales standards. It is especially useful when managers cannot coach every rep, the playbook is not used consistently, reps lose time to admin work, or the company needs to scale onboarding and execution.

Taskbase costs €199 per sales rep per month for teams with up to 50 reps. Custom pricing applies to teams with more than 50 reps. The paid plans include the AI coach, playbook management, coaching support, integrations, recordings, and skill dashboards. Approved volume and scope-based discounts may apply.

Yes. Taskbase offers a free two-week trial with full product access. Before the trial starts, both sides should agree on the users, main use case, baseline, success measure, and decision date. This makes the trial a clear business test rather than unstructured product access.